+2,538.2%
MUU vs EMR
+41.8%
+2,496.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.2% |
| 7D | +13.9% | +3.1% | +10.9% | +7.9% |
| 30D | +24.8% | -3.5% | +28.3% | +32.8% |
| 3M | -15.7% | +9.8% | -25.5% | -25.1% |
| 6M | +338.9% | +10.8% | +328.1% | +296.6% |
| YTD | +563.2% | +15.9% | +547.2% | +388.9% |
| 1Y | +2,577.5% | +16.4% | +2,561.1% | +1,861.9% |
| All | +2,538.2% | +41.8% | +2,496.4% | +1,187.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded EMR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling